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General Theory on Motors
There are 2 kinds of motors, AC motors and DC motors. In this course, we are going to focus on DC motors only. So, the
following discussions focus mainly on DC motors.
There are several kinds of DC motors, examples are stepper motors, servos, brushed/brush-less motors.
Stepper motors: The inputs of a stepper motor are signal pulses and the shaft of a stepper motor moves between discrete
postions proportional to pulses. If the load of the motor is not too great, open-loop control is usually used to control the
motor. Stepper motors are used in disk drive head positioning, plotters, and numerous other applications.
Servo motors: The input of a servo motor is a voltage value and the output shaft of the servo motor is commanded to a
particular angular position according to the input voltage. Servo motors are used in radio control airplanes to control the
position of wing flaps and similar devices.
DC motors: The input of a DC motor is current/voltage and its output is torque (speed).
How does a motor work?
Let's consider a permanent magnet brushed motor. The piece connected to the ground is called the statorand the piececonnected to the output shaft is called the rotor. The inputs of the motor are connected to 2 wires and by applying a voltage
across them, the motor turns.
Thetorque of a motor is generated by a current carrying conductor in a magnetic field. The right hand rule states that if you
point your right hand fingers along the direction of current, I, and curl them towards the direction of the magnetic flux, B,
the direction of force is along the thumb.
Now, imagine a loop of wire with some resistance is inserted between the two permanent magnets. The following diagrams
show how the motor turns:
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Diagram showing how the motor works
Relationship between the Torque and the angle the loop made with
the magnet.
You might be able to notice that the direction of rotation is changing every half cycle. To keep it rotating in the same
direction, we have to switch the current direction. The process of switching current is called commutation. To switch the
direction of curent, we have to use brushesand commutators. Commutation can also be done electronically (Brushless
motors) and a brushless motor usually has a longer life. The following diagram shows how brushes and commutators work.
We could also have several commutators and loops. The total torque generated is the sum of all the torques from each of the
loops added.
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Motor with several commutators and loops
So, the torque is proportional to the current through the windings,
T = kI where T is the torque, I is the current, and k is a constant
The wire coils have both a resistance, R, and an inductance, L. When the motor is turning, the current is switching, causing
a voltage,
V = L dI/dt
This voltage is known as the back-emf(electromotive force), e.
If the angular velocuty of the motor is w, then e = kw(like a generator)
This voltage, e, is working against the voltage we apply across the terminals, and so,
(V- kw) = IR where I =T/R
which implies (V-kw) = (T/k) R
The maximum or stall torque is the torque at which w = 0 orT= kV/R, and
The stall or starting current, I = V/R
The no load speed, w= V/k, is the maximum speed the motor can run. Given a constant voltage, the motor will settle at a
constant speed, just like a terminal velocity.
If we plot w = V/k - (T/k^2)R, we can get the speed-torque curve:
Units
Here are the different units for the torque, current and voltage
Torque: oz.in., Nm (=kgm/s^2*m), kgfm(=9.8 times Nm), gfcm, mNm, etc.
Current: Amperes(Amps), mA
Voltage: Volts
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type of magnetic field is produced around an electrical conductor when an electric current is passed through the conductor as shown in Figure 2-a. These lines of fluxdefine the magnetic field and are in the form of concentric circles around the wire. Some of you may remember the old "Left Hand Rule" as shown in Figure 2-b. The
rule states that if you point the thumb of your left hand in the direction of the current, your fingers will point in the dir ection of the magnetic field.
Figure 1 - The lines of flux of a magnetic field travel from the N-pole to the S-pole.
Figure 2 - The flow of electrical current in a conductor sets up concentric lines of magnetic flux around the conductor.
Figure 3 - The magnetic lines around a current carrying conductor leave from the N-pole and re-enter at the S-pole.
When the wire is shaped into a coil as shown in Figure 3, all the individual flux lines produced by each section of wire join together to form one large magnetic fieldaround the total coil. As with the permanent magnet, these flux lines leave the north of the coil and re-enter the coil at its south pole. The magnetic field of a wire coilis much greater and more localized than the magnetic field around the plain conductor before being formed into a coil. This magnetic field around the coil can bestrengthened even more by placing a core of iron or similar metal in the center of the core. The metal core presents less resistance to the lines of flux than the air,thereby causing the field strength to increase. (This is exactly how a stator coil is made; a coil of wire with a steel core.) The advantage of a magnetic field which is
produced by a current carrying coil of wire is that when the current is reversed in direction the poles of the magnetic field will switch positions since the lines of flux
have changed direction. This phenomenon is i llustrated in Figure 4. Without this magnetic phenomenon existing, the AC motor as we know it today would not exist.
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Figure 4 - The poles of an electro-magnetic coil change when the direction of current flow changes.
Magnetic Propulsion Within A Motor
The basic principle of all motors can easily be shown using two electromagnets and a permanent magnet. Current is passed through coil no. 1 in such a direction that anorth pole is established and through coil no. 2 in such a direction that a south pole is established. A permanent magnet with a north and south pole i s the moving partof this simple motor. In Figure 5-a the north pole of the permanent magnet is opposite the north pole of the electromagnet. Similarly, the south poles are opposite eachother. Like magnetic poles repel each other, causing the movable permanent magnet to begin to turn. After it turns part way around, the force of attraction between theunlike poles becomes strong enough to keep the permanent magnet rotating. The rotating magnet continues to turn until the unlike poles are lined up. At this point the
rotor would normally stop because of the attraction between the unlike poles. (Figure 5-b)
Figure 5
If, however, the direction of currents in the electromagnetic coils was suddenly reversed, thereby reversing the polarity of the two coils, then the poles would again beopposites and repel each other. (Figure 5-c). The movable permanent magnet would then continue to rotate. If the current direction in the electromagnetic coils waschanged every time the magnet turned 180 degrees or halfway around,then the magnet would continue to rotate. This simple device is a motor in its simplest form. An
actual motor is more complex than the simple device shown above, but the principle is the same.
AC Current
How is the current reversed in the coil so as to change the coils polarity, you ask. Well, as you probably know, the difference between DC and AC is that with DC thecurrent flows in only one direction while with AC the direction of current flow changes periodically. In the case of common AC that is used throughout most of theUnited States, the current flow changes direction 120 times every second. This current is referred to as "60 cycle AC" or "60 Hertz AC" in honor of Mr. Hertz who first
conceived the AC current concept. Another characteristic of current flow is that it can vary in quantity. We can have a 5 amp, 10 amp or 100 amp flow for instance.With pure DC, this means that the current flow is actually 5,10, or 100 amps on a continuous basis. We can visualize this on a simple time-current graph by a straight
line as shown in Figure 6.
Figure 6 - Visualization of DC
But with AC it is different. As you can well imagine, it would be rather difficult for the current to be flowing at say 100 amps in a positive direction one moment andthen at the next moment be flowing at an equal intensity in the negative direction. Instead, as the current is getting ready to change directions, it first tapers off unt il itreaches zero flow and then gradually builds up in the other direction. See Figure 7. Note that the maximum current flow (the peaks of the line) in each direction is morethan the specified value (100 amps in this case). Therefore, the specified value is given as an average. It is actually called a "root mean square" value, but don't worry
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about remembering this because it is of no importance to us at this time. What is important in our study of motors, is to rea lize that the strength of the magnetic fieldproduced by an AC electro-magnetic coil increases and decreases with the increase and decrease of this alternating current flow.
Figure 7 - Visualization of AC.
Basic AC Motor Operation
An AC motor has two basic electrical parts: a "stator" and a "rotor" as shown in Figure 8. The stator is in the stationary electrical component. It consists of a group ofindividual electro-magnets arranged in such a way that they form a hollow cylinder, with one pole of each magnet facing toward the center of the group. The term,"stator" is derived from the word stationary. The stator then is the stationary part of the motor. The rotor is the rotating electrical component. It also consists of a groupof electro-magnets arranged around a cylinder, with the poles facing toward the stator poles. The rotor, obviously, is located inside the stator and is mounted on themotor's shaft. The term "rotor" is derived from the word rotating. The rotor then is the rotating part of the motor. The objective of these motor components is to makethe rotor rotate which in turn will rotate the motor shaft. This rotation will occur because of the previously discussed magnetic phenomenon that unlike magnetic polesattract each other and like poles repel. If we progressively change the polarity of the stator poles in such a way that their combined magnetic field rotates, then the rotor
will follow and rotate with the magnetic field of the stator.
Figure 8 - Basic electrical components of an AC motor.
This "rotating magnetic fields of the stator can be better understood by examining Figure 9. As shown, the stator has six magnetic poles and the rotor has two poles. Attime 1, stator poles A-1 and C-2 are north poles and the opposite poles, A-2 and C-1, are south poles. The S-pole of the rotor is attracted by the two N-poles of thestator and the N-pole of the rotor is attracted by the two south poles of the stator. At time 2, the polarity of the stator poles i s changed so that now C-2 and B-1 and N-
poles and C-1 and B-2 are S-poles. The rotor then is forced to rotate 60 degrees to line up with the stator poles as shown. At time 3, B-1 and A-2 are N. At time 4, A-2and C-1 are N. As each change is made, the poles of the rotor are attracted by the opposite poles on the stator. Thus, as the magnetic field of the stator rotates, the rotor
is forced to rotate with it.
Figure 9 - The rotating magnetic field of an AC motor.
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One way to produce a rotating magnetic field in the stator of an AC motor is to use a three-phase power supply for the stator coils. What, you may ask, is three-phasepower? The answer to that question can be better understood if we first examine single-phase power. Figure 7 is the visualization of single-phase power. The associatedAC generator is producing just one flow of electrical current whose direction and intensity varies as indicated by the single solid line on the graph. From time 0 to time3, current is flowing in the conductor in the positive direction. From time 3 to time 6, current is flowing in the negative. At any one time, the current is only flowing inone direction. But some generators produce three separate current flows (phases) all superimposed on the same circuit. This is referred to as three-phase power. At anyone instant, however, the direction and intensity of each separate current flow are not the same as the other phases. This is illustrated in Figure 10. The three separate
phases (current flows) are labeled A, B and C. At time 1, phase A is at zero amps, phase B is near its maximum amperage and flowing in the positive direction, andphase C is near to its maximum amperage but flowing in the negative direction. At time 2, the amperage of phase A is increasing and flow is positive, the amperage ofphase B is decreasing and its flow is still negative, and phase C has dropped to zero amps. A complete cycle (from zero to maximum in one direction, to zero and to
maximum in the other direction, and back to zero) takes one complete revolution of the generator. Therefore, a complete cycle, i s said to have 360 electrical degrees. Inexamining Figure 10, we see that each phase is displaced 120 degrees from the other two phases. Therefore, we say they are 120 degrees out of phase.
Figure 10 - The pattern of the separate phases of three-phase power.
To produce a rotating magnetic field in the stator of a three-phase AC motor, all that needs to be done is wind the stator coils properly and connect the power supplyleads correctly. The connection for a 6 pole stator is shown in Figure 11. Each phase of the three-phase power supply is connected to opposite poles and the associatedcoils are wound in the same direction. As you will recall from Figure 4, the polarity of the poles of an electro-magnet are determined by the direction of the currentflow through the coil. Therefore, if two opposite stator electro-magnets are wound in the same direction, the polarity of the facing poles must be opposite. Therefore,
when pole A1 is N, pole A2 is S. When pole B1 is N, B2 is S and so forth.
Figure 11 - Method of connecting three-phase power to a six-pole stator.
Figure 12 shows how the rotating magnetic field is produced. At time1, the current flow in the phase "A" poles is positive and pole A-1 is N. The current flow in thephase "C" poles is negative, making C-2 a N-pole and C-1 is S. There is no current flow in phase "B", so these poles are not magnetized. At time 2, the phases haveshifted 60 degrees, making poles C-2 and B-1 both N and C-1 and B-2 both S. Thus, as the phases shift their current flow, the resultant N and S poles move clockwise
around the stator, producing a rotating magnetic field. The rotor acts like a bar magnet, being pulled along by the rotating magnetic field.
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Figure 12 - How three-phase power produces a rotating magnetic field.
Up to this point not much has been said about the rotor. In the previous examples, it has been assumed the rotor poles were wound with coils, just as the stator poles,and supplied with DC to create fixed polarity poles. This, by the way, is exactly how a synchronous AC motor works. However, most AC motors being used today are
not synchronous motors. Instead, so-called "induction" motors are the workhorses of industry. So how is an induction motor different? The big difference is the mannerin which current is supplied to the rotor. This is no external power supply. As you might imagine from the motor's name, an induction technique is used instead.Induction is another characteristic of magnetism. It is a natural phenomena which occurs when a conductor (aluminum bars in the case of a rotor, see Figure 13) ismoved through an existing magnetic field or when a magnetic field is moved past a conductor. In either case, the relative motion of the two causes an electric current toflow in the conductor. This is referred to as "induced" current flow. In other words, in an induction motor the current flow in the rotor is not caused by any directconnection of the conductors to a voltage source, but rather by the influence of the rotor conductors cutting across the lines of flux produced by the stator magneticfields. The induced current which is produced in the rotor results in a magnetic field around the rotor conductors as shown in Figure 14. This magnetic field aroundeach rotor conductor will cause each rotor conductor to act like the permanent magnet in the Figure 9 example. As the magnetic field of the stator rotates, due to theeffect of the three-phase AC power supply, the induced magnetic field of the rotor will be attracted and will follow the rotation. The rotor is connected to the motor
shaft, so the shaft will rotate and drive the connection load. That's how a motor works! Simple, was it not?
Figure 13 - Construction of an AC induction motor's rotor.
Figure 14 - How voltage is induced in the rotor, resulting in current flow in the rotor conductors.
DC Motor Theory
Preface
The intent of this paper is to provide one with an understanding of DC Motors in order that they can be applied with confidence. This paper contains basic informationand specific information that applies to Reliance Medium HP and Large HP DC Motors. Due to the nature of Baldor Systems business, emphasis has been placed on
the Large DC motor product line.
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Section 1: Dynamo Development
The first generators and motors were called dynamos or dynamoelertric machines. Dynamo is from the Greek word dynamis which means power. Webster definesdynamoelectric as "relating to the conversion of mechanical energy into electrical energy or vice versa". The word motor is from the Latin word motus which meansone that imparts motion or prime mover. The dynamo was the result of the efforts of several people, in different countries, in the mid-nineteenth century, to make
electricity work for them.
Definitions
Dynamo: From the Greek word dynamis, which means power
Dynamoelectric:Relating to the conversion by induction of mechanical
energy into electrical energy or vice versa
Dynamoelectric machine: A dynamo or generator
Motor:
From the Latin word motus, one that imparts motion, prime
mover. A device that changes electrical energy into
mechanical energy.
Generator:
A device that changes mechanical energy into electrical
energy. Although the terms AC and DC generator are in
common usage, a generator is normally considered to be a
device that provides DC current.
Alternator:A device that changes mechanical energy into an alternating
current electrical energy, an AC generator.
Landmarks Of Electric Motor Development
1820 The discovery of electromagnetism Hans Christian Oersted, Danish
1827 The statement of the law of electric conduction, Ohm's law George S. Ohm,
German
1830 The discovery of electromagnetic induction Joseph Henry, American
1831 The discovery of electromagnetic induction Michael Faraday, English
The first practical dynamo, about 1867
Section 2: Electric Motor And Generator Basics
Electrodynamic Principles
Faraday's LawIn order that current can be obtained from an electric circuit, an electromotive force (voltage) must be established and maintained between the two ends of the circuit.
This electromotive force may be established in several ways, one of which is by means of an electromagnetic generator.
Michael Faraday discovered that an electric potential can be established between the ends of a conductor in the following three ways:
By a conductor moving or cutting across a stationary magnetic field. (DC Generator)
By a moving magnetic field cutting across a stationary conductor. (AC Generator)
By a change in the number of magnetic lines enclosed by a stationary loop or coil. (Transformer)
Faraday's law states that, "the EMF (electromotive force) induced between the ends of a loop or coil is proportional to the rate of change of magnetic flux enclosed bythe coil; or the EMF induced between the ends of a bar conductor is proportional to the time rate at which magnetic flux is cut by the conductor."
This law emphasizes rate of change or rate or flux cutting rather than density or extent of magnetic field.
Lenz's LawLenz's Law states that, "A change in the magnetic flux passing through or linking with, a loop or coil causes EMF to be induced in a direction to oppose any change incircuit conditions, this opposition being produced magnetically when current flows in response to the induced EMF."
Whenever there is a change in current in a magnetizing coil, which works to change the flux in the coil, a voltage is induced which tends to prevent the change. Thus, ifwe attempt to diminish the current flowing in a magnetizing coil, a voltage will be developed that will tend to keep the current unchanged. Likewise, if we attempt toestablish a current in a magnetizing coil, a voltage will be developed that will tend to keep the current from increasing.
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Generator Basic Principles
Energy ConversionTo produce voltage, it is necessary to move a conductor through a magnetic field as stated above. Mechanical energy is required to provide motion to this conductor.
With the field energy remaining constant, the conductor is changing mechanical energy into electrical energy.
Voltage GenerationThere is a definite relationship between the direction of the magnetic flux, the direction of motion of the conductor and the direction of the induced EMF. Figure 1
shows the motion of the conductor perpendicular to the magnetic field. The voltage and current output are perpendicular to both the motion of the conductor and themagnetic field.
Figure 1.Voltage Generation
To illustrate this with Fleming's right hand rule, the thumb and first two fingers of the right hand are extended at right angles to one another, the thumb will indicate thedirection of motion of the conductor, the forefinger will indicate the direction of the magnetic field, and the middle finger will indicate the direction of voltage or
current.
Applying this rule, one can see that the current will reverse if the motion of the conductor changes from down to up. This is true even though the magnetic field doesnot change position. Therefore, the rotating coil in Figure 2 will produce a voltage which is continually changing direction.
Figure 2.Revolving Coil in a Magnetic Field
A. Voltage Induced in ConductorMoving Through a MagneticField
B. Revolving Coil in a MagneticField
The coil in position AB, in figure 2, encloses the maximum amount of flux. The flux decreases as the coil moves toward position CD and becomes zero at CD, sincethe plane of the coil is parallel to the magnetic field. Then the flux increases in the opposite direction, reaching a negative maximum at BA and diminishing again to
zero at DC. The flux reverses and increases again in the original direction to reach a maximum at AB.
Although the flux is maximum at positions AB and BA and zero at positions CD and DC, the induced EMF will be maximum at positions CD and DC and zero at
positions AB and BA. This is true because the EMF depends upon the rate of change of flux or rate of cutting flux lines and not upon the quantity enclosed.
If the coil in Figure 2 were rotated at a constant speed in a uniform magnetic field, a sine wave of voltage would be obtained. This is shown in Figure 3 where both the
amount of flux enclosed and the EMF induced are plotted against time.
Figure 3.Voltage Sine Wave Produced byrotation of a coil at constant speed in aniform magnetic field.
Value of Generated VoltageThe EMF at any instant of time is proportional to the number of turns in the coil times rate of change of flux. The C.G.S. (centimeter gram second) unit of EMF knownas the abvolt is defined as that value induced, in a coil of one turn, when the flux linking with the coil is changing at the rate of one line or Maxwell per second; or asthat value induced when magnetic flux is being cut by the conductor at the rate of one line per second. A volt is equal to 108 abvolts or an abvolt is equal to 10
-8volts.
Therefore, the instantaneous value of voltage is expressed as:
e = N x (d / dt) x 10-8
where:
e = voltage
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N = the number of turns
d / dt = the rate of change of flux
This equation can be further developed to obtain the voltage for movement of a conductor at constant velocity through a uniform magnetic field:
E = N B v sin x 10-8
where:
E = voltage
N = number of turns
B = flux density in lines per square inch
= length of the conductor in inches
v = velocity in inches per second
= the angle between the conductor and flux field
If the conductor moves directly across the field at right angles to it, then = 90 and sin = 1. The equation then becomes:
E = N B v x 10-8
It should be noted that this equation is a special form of the original equation and is not applicable in all cases.
MOTOR BASIC PRINCIPLES
Energy Conversion
As stated above, mechanical energy is changed into electrical energy by movement of conductor through a magnetic field. The converse of this is also true. If electricalenergy is supplied to a conductor lying normal to a magnetic field, resulting in current flow in the conductor, a mechanical force and thus mechanical energy will be
produced.
Producing Mechanical ForceAs in the generator, the motor has a definite relationship between the direction of the magnetic flux, the direction of motion of the conductor or force, and the direction
of the applied voltage or current.
Since the motor is the reverse of the generator, Fleming's left hand rule can be used. If the thumb and first two fingers of the left hand are extended at right angles toone another, the thumb will indicate the direction of motion, the forefinger will indicate the direction of the magnetic field, and the middle finger will indicate the
direction of current. In either the motor or generator, if the directions of any two factors are known, the third can be easily determined.
Value of Mechanical ForceThe force exerted upon a current carrying conductor is dependent upon the density of the magnetic field, the length of conductor, and the value of current flowing in
the conductor. Assuming that the conductor is located at right angles to the magnetic field, the force developed can be expressed as follows:
F = (B I) / 10
where:
F = force in dynes
B = flux density in lines per square centimeter
= length of the conductor in centimeters
I = current in amperes.
At the same time torque is being produced, the conductors are moving in a magnetic field and generating a voltage. This voltage is in opposition to the voltage that
causes current flow through the conductor and is referred to as a countervoltage or back EMF. The value of current flowing through the armature is dependent upon thedifference between the applied voltage and the countervoltage.
Sample CalculationsGenerator
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Given:
N = 60 turns
B = 40,000 lines per square inch
= 3.0 inches
v = 600 inches per second
Find:
E = voltage
E = 60 x 40,000 x 3 x 600 x 10-8 = 43.2 volts
Motor
Given:
B = 6,000 lines per square centimeter
= 10 Centimeters
I = 50 amps
Find:
F = force
F = (6,000 x 10 x 50) / 10 = 300,000 dynes
Newtons = Pounds x 4.44823
Dynes = Newtons x 100,000
DC Machines, Principles Of OperationGenerator
In a generator, moving a conductor through a stationary magnetic field generates voltage. If a coil is rotated through a magnetic field as shown in Figure 4, analternating voltage will be produced. To make this voltage available to a stationary external circuit, two slip rings and brushes must be provided. For the external circuitto produce DC voltage, it is necessary to reverse the polarity of the external leads at the same time the voltage in the coil is reversed. This is accomplished bysegmenting a slip ring to form what is called a commutator. An elementary two segment commutator is il lustrated in Figure 5. This single coil, two piece commutatorwill yield an unidirectional but pulsating voltage as shown in Figure 6. However, when a large number of commutator segments or bars is used, the r esulting voltage
will be more uniform as shown in Figure 7.
Figure 4.Brushes and slip rings provide ACvoltage
Figure 5.Brushes and Commutator provides DCvoltage
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Figure 6.Unidirectional, Pulsating Voltage
Figure 7.Uniform DC Voltage
As stated above, the generated voltage in a single conductor is:
E = N B v x 10-
where:
B = flux density in lines per square inch
= length of the conductor in inches
v = velocity in inches per second
This equation can be developed to the following equation for DC machines:
E = (Z / paths) x x poles x (rpm / 60) x 10-8
where:
Z = total number of conductors
= flux per pole in lines
This equation represents the average voltage. For a given machine, it can be reduced to:
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E = K1 S
where:
= flux per pole
S = speed in rpm
K1= all other factors
Motor
As stated previously, if current is supplied to a conductor in a magnetic field, a force will be produced. The force developed in a single conductor is:
F = (B I) / 10
where:
F = force in dynes
B = flux density in lines per square centimeter
= length of the conductor in centimeters
I = current in amperes
This equation can be developed to the following for DC motors:
T = 11.73 x (Z / paths) x x poles x IAx 10-10
where:
T = torque in ft-lb
Z = total number of conductors
= flux per pole in lines
I = current in amperes
For a given machine, this can be reduced to:
T = K2 IA
where:
= flux per pole in lines
IA= current in amperes
K2= all other factors
K2is not the same as the K1for voltage. The above torque is not the output torque of the shaft, but rather the total torque developed by the armature. Part of this total
torque is needed to overcome the inertia of the armature itself.
The horsepower output of any motor can be expressed as:
HP = T x N / C
where:
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T = output torque in ft-lb
N = speed in rpm
C = the constant 5252
DC General Construction
A typical DC generator or motor usually consists of: An armature core, an air gap, poles, and a yoke which form the magnetic circuit; an armature winding, a fieldwinding, brushes and a commutator which form the electric circuit; and a frame, end bells, bearings, brush supports and a shaft which provide the mechanical support.
See figure 8.
Figure 8.Four Pole DC Motor
Armature Core or StackThe armature stack is made up thin magnetic steel laminations stamped from sheet steel with a blanking die. Slots are punched in the lamination with a slot die.
Sometimes these two operations are done as one. The laminations are welded, riveted, bolted or bonded together.
Armature WindingThe armature winding is the winding, which fits in the armature slots and is eventually connected to the commutator. It either generates or receives the voltagedepending on whether the unit is a generator or motor. The armature winding usually consists of copper wire, either round or rectangular and is insulated from the
armature stack.
Field PolesThe pole cores can be made from solid steel castings or from laminations. At the air gap, the pole usually fans out into what is known as a pole head or pole shoe. Thisis done to reduce the reluctance of the air gap. Normally the field coils are formed and placed on the pole cores and then the whole assembly is mounted to the yoke.
Field CoilsThe field coils are those windings, which are located on the poles and set up the magnetic fields in the machine. They also usually consist of copper wire are insulatedfrom the poles. The field coils may be either shunt windings (in parallel with the armature winding) or series windings (in series with the armature winding) or acombination of both.
YokeThe yoke is a circular steel ring, which supports the field, poles mechanically and provides the necessary magnetic path between the pole. The yoke can be solid or
laminated. In many DC machines, the yoke also serves as the frame.
CommutatorThe commutator is the mechanical rectifier, which changes the AC voltage of the rotating conductors to DC voltage. It consists of a number of segments normally
equal to the number of slots. The segments or commutator bars are made of silver bearing copper and are separated from each other by mica insulation.
Brushes and Brush HoldersBrushes conduct the current from the commutator to the external circuit. There are many types of brushes. A brush holder is usually a metal box that is rectangular inshape. The brush holder has a spring that holds the brush in contact with the commutator. Each brush usually has a flexible copper shunt or pigtail, which extends to
the lead wires. Often, the entire brush assembly is insulated from the frame and is made movable as a unit about the commutator to allow for adjustment.
InterpolesInterpoles are similar to the main field poles and located on the yoke between the main field poles. They have windings in series wi th the armature winding. Interpoles
have the function of reducing the armature reaction effect in the commutating zone. They eliminate the need to shift the brush assembly.
Frame, End Bells, Shaft, and BearingsThe frame and end bells are usually steel, aluminum or magnesium castings used to enclose and support the basic machine parts. The armature is mounted on a steel
shaft, which is supported between two bearings. The bearings are either sleeve, ball or roller type. They are normally lubricated by grease or oil.
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Back End, Front EndThe load end of the motor is the Back End. The opposite load end, most often the commutator end, is the Front End of the motor.
Armature Windings
Gramme Ring WindingThe old Gramme Ring type winding, now obsolete, is shown in Figure 9 and its equivalent circuit in Figure 10. It can be seen that there are an equal number ofvoltage-generating conductors on each side of the armature and the conductor voltages are additive from bottom to top on each side. There are two paths between the
positive and negative brushes and the voltage per path is the generated voltage of the machine. Each path provides half of the current output.
Figure 9.Two Pole Gramme Ring Winding
Figure 10.Equivalent Circuit, Two Pole GrammeRing Winding
Drum WindingThe Drum type winding is made of coils, one of which is illustrated in Figure 11. The straight portions of the coil are the parts rotating through the magnetic field inwhich the voltage is induced. Therefore, each single coil has two conductors. This has the advantage over the Gramme Ring winding where only one side of each coilis used as an active conductor. There are two classes of drum windings depending upon how the coils are connected to the commutator.
Figure 11.Drum Type Winding Coil
Lap WindingWhen the end connections of the coils are brought to adjacent bars as shown in Figure 12, a lap or parallel winding is formed. In this type winding, there are as many
paths through the armature as there are poles on the machine. Therefore, to obtain full use of this type winding, there must be as many brushes as there are poles,alternate brushes being positive and negative. Any winding can be illustrated in one of two forms, the circular form or the development form. A simplex lap winding isshown in Figure 13 (circular form) and Figure 14 (development form.) In this particular circular form, the flux cutting portions of the conductors are shown as straightlines radiating from the center and are numbered for convenience in connecting them to the commutator which is in the center of the diagram. The outermostconnecting lines represent the end connections on the back of the armature and the inner connecting lines represent the connections on the front or commutator end ofthe armature. The development form of winding represents the armature as if it were split open and rolled out flat. It is somewhat simpler to understand but the
continuity of the winding is broken. The lap winding is best suited for low voltage, high current ratings because of the number of parallel paths.
Figure 12.Lap Winding connected to commutatorars
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Figure 13.
Simplex Lap Winding, Circular Form
Figure 14.Simplex Lap Winding, Development Form
Wave WindingWhen the end connections of the coils are spread apart as shown in Figure 15 a wave or series winding is formed. In a wave winding there are only two pathsregardless of the number of poles. Therefore, this type winding requires only two brushes but can use as many brushes as poles. The simplex wave winding in Figure16 (circular) and Figure 17 (development) shows that the connections to the armature do not lap back toward the coil but progress forward. The coil voltages arecumulative but it is necessary to travel several times around the armature and to traverse half the total winding in order to trace the path between the positive and
negative brush. The wave winding is best suited for high voltage low current ratings since it has only two paths.
Figure 15.Wave Winding connected to commutator bars
Figure 16.
Simplex Wave Winding, Circular Form
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Figure 17.Simplex Wave Winding, Development Form
Slots and CoilsThe number and size of slots depend upon the generator or motor requirements. The slot has to be large enough to hold the correct number of conductors but at thesame time, the tooth has to be large enough to pass the necessary magnetic flux. Normally, in a simple winding, there are as many coils as there are slots. This meansthat each slot contains two coil sides, one side of each coil being a t the top of a slot and the other at the bottom of a slot. Each coil may consist of one or more turnsdepending on the applied or generated voltage of the unit. A typical arrangement of coil sides and slots is shown in Figure 18. Solid lines represent the front endconnections to the commutator and dotted l ines represent the back end connections.
Slot PitchSlot pitch refers to the number of slots spanned by each coil. For example, in Figure 18, the top of coil in slot 1 has its bottom in slot 4, therefore, the slot pitch is 1-4 or3. Since the top of the coil is directly under the north pole and the bottom is directly under the south pole, the winding is known as a full pitch winding. In many cases,for various reasons, the pitch is reduced to less than full pitch. For example, if the coils in Figure 6 spanned 2 slots instead of three, the winding would become a two-
thirds pitch winding.
Figure 18.Coil Sides in Armature Slots
Field Windings
The field windings provide the excitation necessary to set up the magnetic fields in the machine. There are various types of field windings that can be used in thegenerator or motor circuit. In addition to the following field winding types, permanent magnet fields are used on some smaller DC products. See Figure 19 for winding
types.
Shunt Wound - DC Operation
Typical Speed - Torque Curve
Shunt wound motors, with the armature
shunted across the field, offer relativelyflat speed-torque characteristics.Combined with inherently controlledno-load speed, this provides good speedregulation over wide load ranges. Whilethe starting torque is comparativelylower than the other DC winding types,shunt wound motors offer simplifiedcontrol for reversing service.
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Compound Wound - DC OperationTypical Speed - Torque Curve
Compound wound (stabilized shunt)motors utilize a field winding in series
ith the armature in addition to theshunt field to obtain a compromise in
performance between a series and shunttype motor. This type offers a
combination of good starting torque andspeed stability. Standard compoundingis about 12%. Heavier compounding ofp to 40 to 50% can be supplied forspecial high starting torque applications,such as hoists and cranes.
Series Wound - DC OperationTypical Speed - Torque Curve
Series wound motors have the armatureconnected in series with the field. Whileit offers very high starting torque andgood torque output per ampere, theseries motor has poor speed regulation.Speed of DC series motors is generallylimited to 5000 rpm and below. Seriesmotors should be avoided inapplications where they are likely tolose there load because of theirtendency to "run away" under no-loadconditions. These are generally used oncrane and hoist applications.
Permanent Magnet - DC Operation
Typical Speed - Torque Curve
Permanent magnet motors have noound field and a conventional wound
armature with commutator and brushes.This motor has excellent startingtorques, with speed regulation not asgood as compound motors. However,
the speed regulation can be improvedith various designs, withcorresponding lower rated torques for agiven frame. Because of permanentfield, motor losses are less with betteroperating efficiencies. These motors cane dynamically braked and reversed at
some low armature voltage (10%) butshould not be plug reversed with fullarmature voltage. Reversing current cane no higher than the locked armature
current.
Figure 19.Field Windings
Separately Excited WindingWhen the field is connected to an external power source, it is a separately excited field.
Straight Shunt WindingThis winding is connected in parallel with the armature. Shunt windings usually consists of a large number of turns of small size wire. This is a good winding forreversing applications since it provides the same amount of torque in both directions. The torque/ current curve is non-linear above full load. Shunt wound motors often
have a rising speed characteristic with increased load.
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Series WindingThis winding is connected in series with the armature. A series winding usually consists of a small number of turns of large size wire. With this winding, the motor can
produce high starting and overload torque. This design is not used for applications with light loads or no load conditions.
Compound WindingThis winding consists of a shunt winding and a series winding. This is also known as compound excitation. The series winding can be designed as a starting series onlyor as a start and run series.
Stabilized Shunt Winding
Like the compound winding, this winding consists of a shunt winding and a series winding. The series or stabilizing winding has a fewer number of turns than theseries winding in a compound wound machine. A stabilizing winding is used to assures a speed droop with overload. It also adds to the torque in one direction ofoperation and subtracts from torque in the reverse direction of operation and in regeneration.
Shunt Compensated WindingShunt compensated motors have a shunt winding and a pole face series winding made up of large conductors placed in slots in the face of the main field poles. Thedirection of current in the compensating windings is the opposite of the current in the armature conductors passing under the poles. The flux produced by thecompensating windings neutralizes the flux of the armature conductors passing under the poles so that distortion of air gap flux is minimized. Shunt compensatedmotors maintain constant or set speed well at all loads, no load through overload. Unlike the stabilized shunt winding, the pole face winding adds to torque in both theforward and reverse direction of rotation. Shunt compensated windings, due to cost and difficulty of construction, are provided on large motors only, usually 840
frames and larger.
Commutation
The maximum voltage from an armature winding can be obtained when the brushes are in contact with those conductors, which are midway between the poles. Thiswill result in the greatest possible number of conductors cutting the magnetic lines in one direction between a positive and negative brush. This brush position is knownas the no load neutral position of the brushes. The current in a given armature coil reverses in direction as the coil sides move from one pole to another of opposite
polarity, whereas the function of the commutator is to keep the current unidirectional. This reversal of current is known as commutation. The commutator acts as aswitch to keep the current flowing in one direction. However, the fast rate of change in direction of the current in any given coil induces an appreciable voltage in thatcoil which tends to keep the current flowing in the original direction. Therefore, the current reversal is delayed causing an accelerated rate of change near the end of thecommutation period. This results in an arc if the reversal is not completed before the brush breaks contact with the coil involved. Any arcing is detrimental to the
operation of the machine and must be counteracted.
Armature ReactionSince the armature conductors carry current they set up a magnetic field which distorts or opposes the main field. This is called armature reaction and is a function ofthe amount of load present. Figure 21 shows the MMF and flux wave shapes due to the armature reaction only; and Figure 22 shows the combined effect of both. It can
be seen that armature reaction causes the flux to shift, thus tending to saturate one pole tip. If this effect is appreciable, it can be detrimental to the satisfactoryperformance of the machine. If severe enough, it may result in a flashover, which is the progressive arcing over successive bars until the arc extends from positive to
negative brush, thus short circuiting the machine terminals.
Figure 20.MMF and Flux Wave Shape due to Main Field only
Figure 21.
MMF and Flux Wave Shape due to Armature Reaction only
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Figure 22.Flux Wave Shape, combined effect
Brush ShiftingOne method of reducing the arcing due to non-linear commutation is to shift the brushes away from the geometrical neutral position. Then commutation will occurwhen the applicable coil is under the influence of a weak magnetic field that will generate a voltage in the coil, which opposes the induced voltage due to currentchange. Therefore, this new voltage will assist rather than hinder the current reversal. In a generator, it is necessary to shift the brushes forward in the direction ofrotation for good commutation. This is true because the current flow through the conductors is in the same direction as the voltage and, it commutation is delayed untilthe coil sides are under the next pole, it will be assisted by the current reversing voltage. In a motor, it is necessary to shift the brushes against the direction of rotation
because current flow is in opposition to the induced voltage. The amount of shift necessary depends on the load so a given shift will not be satisfactory for all loads.One effect of shifting brushes is that a demagnetization component of armature reaction is introduced. In other words, when the brushes are shifted, the armaturereaction will not only distort the main field flux but it will also directly oppose the main field. This will result in a reduction of the field flux. Another effect is that i f
the brushes are shifted far enough, it is possible to reduce the number of effective turns because there will be voltages in opposition to each other between two brushes.
In generators the demagnetization component of armature reaction would be detr imental because there will be a decrease in generated voltage with increase in load.
However, in a motor, the effect would be beneficial because the speed would tend to remain constant.
InterpolesAnother method to combat the induced voltage caused by current reversal is the use of interpoles. The interpoles are located at the geometric neutral points midway
between the main poles and provide reversing magnetic field of proper strength and polarity. They eliminate the need for brush shifting and, because of this, thedemagnetization effect of armature reaction is eliminated. The interpole must have sufficient strength to overcome the armature reaction and provide a reversing field,therefore, it is connected in series with the armature winding. When the armature current is increased in the same proportion. In a generator, the interpole must have the
same polarity as the next pole in the direction of rotation while in a motor the interpole must have the same polarity as the last pole.
Generator Characteristics
No Load Saturation CurveA typical no load saturation curve is shown in Figure 23. This is similar to the magnetization curve mentioned previously except that it represents the entire magneticcircuit of a machine rather than one particular magnetic material. Also, it has generator output voltage plotted against field current rather than flux density against
magnetizing force. This can be done since generator voltage is directly proportional to the field flux and the number of turns is fixed. There is a different saturationcurve for each speed. The lower straight line portion of the curve represents the air gap because the magnetic parts are not saturated. When the magnetic parts start to
saturate, the curve bends over until complete saturation is reached. Then the curve becomes a straight line again.
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Figure 23.No Load Saturation Curve
Figure 23.1No Load Saturation Curve
Figure 23.2No Load Saturation Curve
Generator Build UpGenerator build up usually refers to the gradual rise in voltage at the armature terminals when the machine is self-excited and operated at normal speed. This isillustrated in Figure 25 by referring to the field resistance line which shows how the field current varies as field voltage is varied. The slope of this line is the field
resistance at a constant temperature. The voltage rise starts with the residual magnetism of the field iron. This provides a small voltage output E1that is fed back to thefield as 1. 1increases the flux providing a slightly larger voltage, E2. E2causes 2to flow. This process continues until the machine starts to saturate and stops at the
point where the field resistance line intersects the saturation curve. If the speed of the machine is reduced so that the saturation curve becomes tangent to fieldresistance curve, the voltage will not build up. This is known as the critical speed. Also, at any given speed, if the field resistance is increased by addition of externalresistance, a critical resistance can be reached.
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Figure 25.DC Motor Curves
Voltage Output The voltage equation has been expressed as:
E = K1 S.
However, this is the generated voltage and part of it must be used to overcome the IR drops in the machine, which are caused by the resistance's of the armature, seriesfield, interpoles, brushes, etc. If these resistance's are combined together and called armature resistance, then the voltage output at the generator terminals can be
expressed as:
V = E - IaRa- K1 S - IaRa
where:
E = generated voltage
Ia= armature current
Ra= armature circuit resistance
K1= machine constants
= flux per pole
S = speed.
External CharacteristicsThe curve showing the relationship between output voltage and output current is known as the external characteristic. Shown in Figure 24 are the external characteristiccurves for generators with various types of excitation. If a generator, which is separately excited, is driven at constant speed and has a fixed field current, the outputvoltage will decrease with increased load current as shown. This decrease is due to the armature resistance and armature reaction effects. If the field flux remainedconstant, the generated voltage would tend to remain constant and the output voltage would be equal to the generated voltage minus the IR drop of the armature circuit.
However, the demagnetizing component of armature reactions tends to decrease the flux, thus adding an additional factor, which decreases the output voltage.
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hp = ft-lb x rpm / 5,252
kW = hp x 0.7457
hpMetric= hp x 1.0138
Horsepower as defined by Watt, is the same for AC and DC motors, gasoline engines, dog sleds, etc.
Horsepower and Electric Motors
Torque = force x radius = lb x ft = T
Speed = rpm = N
Constant = 5252 = C
HP = T x N / C
Torque and DC Motors
T = k Ia
At overload, torque increases at some rate less than the increase in current due to saturation
D2L and Torque
258AT = 324 D L
259AT = 378 D2L
With the same frame diameter, the 259AT has 17% more D2L and thus 17% more and 17% more Torque. Motor torque increases with an increase in iron and
copper, combined with current. It can then be said that it takes iron and copper to produce torque and torque makes products. Or to put it another way, what you
purchase to make product is TORQUE and that is IRON and COPPER. The rate of doing work is power and HORSEPOWER is a unit of power.
Speed and DC Motors
Shunt wound DC motorsWith motor load, temperature and field current held constant, speed is controlled by armature voltage.
E = ((Z / a) x x P x (N / 60) x 10-
) + (I Ra+ I Rip+ I Rb)
The sum of the voltage drop in the armature circuit can be represented as IR
N = (E - IR) / K
Speed example: given motor is design G6219, frame MC3212, 50 hp, 1150 rpm, 500 volt armature, 85 amps full load, 0.432 armature circuit resistance hot,
0.206 armature circuit resistance cold
Edrop= IR = 85 amp x 0.432 = 36.72 volts
500 v arm - 36.72 v drop = 463.28 working volts
Volts per rpm = 463.28 / 1150 rpm = 0.40285
Nbase speed= 1150 rpm = (500 v - 36.72 v) / 0.40285
With 250 v on the armature, there is 213.28 working volts (250 - 36.72)
213.28 / 0.40285 = 529 rpm (not 1/2 speed, 575 rpm)
N = 529 rpm = (250 v - 36.72 v) / 0.40285
N = (E - IR) / K= (E - IR) / 0.40285
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K changes with changes in load and temperature
HPMetric= HP x 1.0138
kW = HP x 0.7457
Last Updated September 1, 1998